Shannon Montgomery
Lake Isabella,CA
Summary
Knowledgeable and dedicated customer service professional with experience in credit union industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships with customers and team.
Overview
24
24
years of professional experience
Work History
Member Service Representative 3
Altaone Federal Credit Union
Kernville, CA
09.2019 - Current
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Responded to members calls and emails to answer questions about products and services.
- Verified customer identification and documentation for compliant transactions.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Learned and maintained in-depth understanding of product and services to offer knowledgeable and educated responses to members questions.
- Promoted a positive work environment by fostering open communication between colleagues and supervisors.
- Served as a mentor for new hires sharing best practices contributing towards increased productivity among team members.
- Managed daily balancing tasks reducing discrepancies in accounting records while maintaining accuracy.
Lead Sales Associate
Dollar General
Lake Isabella, CA
03.2014 - 06.2018
- Handled cash register operations and customer transactions to process payments.
- Resolved customer issues promptly, ensuring satisfaction and loyalty.
- Processed and stocked merchandise in accordance with store standards.
- Greeted customers and provided product advice to increase sales.
- Trained, coached, and mentored new sales associates for maximum performance.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
Crew Member
McDonald's
Lake Isabella, CA
01.2007 - 06.2008
- Worked front counter, drive-thru and other areas.
- Took orders, prepared meals, and collected payments.
- Demonstrated strong multitasking abilities, handling multiple orders simultaneously without compromising quality or efficiency.
- Worked well with teammates and accepted coaching from management team.
Sandwich Artist
Quiznos
Hanford, CA
06.2006 - 01.2007
- Greeted guests, promoted specials, and took orders.
- Operated the cash register with accuracy, ensuring proper handling of transactions.
- Kept workplace clean and organized in line with restaurant policies.
- Increased speed of service through effective multitasking and time management skills.
- Prioritized excellent communication skills to understand customer preferences accurately while minimizing errors in orders.
- Prepared and served hot and cold sandwiches based on customer preferences.
Spotlight Operator
Sierra Repetory Theatre's
Sonora, CA
05.2000 - 09.2000
- Demonstrated strong teamwork by effectively coordinating with other spotlight operators to cover all areas of the stage.
- Maintained optimal equipment performance, conducting routine inspections and addressing any technical issues promptly.
- Adapted quickly to new production requirements, learning scripts and cue sheets within tight deadlines.
- Improved audience experience by accurately tracking performers, highlighting key moments throughout shows.
Education
GED.COM
Skills
- Customer Service
- Financial Transactions
- Customer Support
- Credit Union Knowledge
- Call center experience
- Product Recommendations
- Money handling abilities
- Product Knowledge
- Data Entry
- Sales and Upselling
- Account updating
References
Colleen Bulgarelli- 760-223-6296
Tina Jose- 760-417-9420
Jenifer Humphers- 760-301-2388
Danielle Santos- 408-439-8655
Sherry Montgomery- 559-359-4075
Timeline
Member Service Representative 3
Altaone Federal Credit Union
09.2019 - Current
Lead Sales Associate
Dollar General
03.2014 - 06.2018
Crew Member
McDonald's
01.2007 - 06.2008
Sandwich Artist
Quiznos
06.2006 - 01.2007
Spotlight Operator
Sierra Repetory Theatre's
05.2000 - 09.2000
GED.COM